Dynamic Dashboard

The dashboard is dynamically configurable with a quick over-view of all action items, modules at a glance

Create notes

View recent meetings

View recent notifications list

Track execution of projects, tasks, documents, & deliverables

Manage Contacts, Leads and Opportunities

Action plan for tracking Sales Pipeline

Close More Deals, Quicker

Project Management

Organise your projects like a pro with Team Task.
The project management module gives you tools to monitor execution of the projects,
keep track of the budget, expenses, employees time & risk management.
It also sends notification alerts for important milestones.

Manage Project Deadlines and resources

Risk Management for projects

Task management and collaboration

Document and file sharing

Expenses and time tracking

Planning and Discussions

Advanced analytics for Project & Reports

Task Management

With Team Task, you can assign tasks to employees. Keep track of the execution of tasks,
get updates on the tasks with time logging & timesheets. The tasks which are overshooting deadlines will
send notifications alerts to employees & their managers. Streamline the workflow of your deliverables & execution.

Track due dates for tasks

Log time for a task

Assign tasks to employees

Share documents related to tasks

Employees can submit tasks for review

Project Managers can close/reopen tasks

Notification alerts for assignments & completion of tasks

Invoices and Quotes

Generate dynamic quotes and invoices with multiple taxes, currencies and send it to the prospected clients &amp
opportunities through Team Task. Keep track of paid, unpaid & partially payments of the invoices and record revenues for your company.

Create Invoice and Quotes

Link Invoices & Quotes for Products & Services

Export Invoices in Pdf, XLS, Doc & Other formats

Send invoice via email

Track Payment Status of Invoices, send Reminders

Track Partial Payments of Invoices

Team Task Scheduler

Team Task Scheduler is a powerful tool which helps you schedule your meetings,
calls and appointments. You can schedule your meetings and invite related people by
auto generated invitation emails and notifications. You also get reminders for scheduled meetings.
You can invite clients for meetings by using the team task scheduler.

Notifications, alerts & reminders for Meetings

Schedule Conference calls with Clients

Calendar View for quick history of Meetings/calls

Employee Management

Provide your employees sophisticated tools for productivity.
Assign tasks to employees & track the status. Engage them in meaningful conversations
through discussion boards. Empower them with tools to log time for their works. Track employees'
communications with your customers & get feedback for their services. Manage their timesheets,
growth & performance.

Document Management

Maintain your documents with the virtual directory
& separate folders. You can upload multiple
documents and share these documents with your
employees.

Upload documents to projects, tasks & CRM

Tags for searching your files.

Access your files over cloud, anytime anywhere.

No file type restrictions

Restrict Access of your documents with privileges

Expenses Management

An expense is the reduction in value of an asset as it is used to generate revenue.
If the underlying asset is to be used over a long period of time, the expense takes
the form of depreciation, and is charged ratably over the useful life of the asset.
If the expense is for an immediately consumed item, such as a salary, then it is
usually charged to expense as incurred. If an expenditure is for a minor amount
that may not be consumed for a long period of time, it is usually charged to expense
at once, to eliminate the accounting staff time that would otherwise be required to
track it as an asset. xpense usually involves one of the following transactions:

Reflects a cash payment.

Reflects a purchase made on credit.

Reflects the charging to expense of an asset, such as depreciation
expense on a fixed asset.

Reflects a payment not involving trade payables, such as the interest payment on a loan, or an accrued expense.

CRM Work Flow

Grow Your Business by streamlining your marketing efforts. Get more Customer Acquisitions with
streamlined workflow for Salespipeline. Import Contacts from business directories, yellow pages &amp
translate them into qualified leads. Use Team Task's advanced search filters for better lead prospecting
&amp conversions. Empower your sales staff with the best in class CRM solution with mobile access for faster
conversions. Access leads, data &amp history of your prospects to convert deals faster. Team Task has a proven
methodology for shortening sales cycles &amp helps business development activities with real time analytics.
It offers data Insights, step by step conversions, sales planning, meetings &amp everything else you need to
sell your products/services more effectively.

Data Analytics to get qualified leads

Focused Marketing with streamlined & Collaborative efforts

Automate, Optimise & Transform your Sales

Manage Contacts, leads, opportunities & Clients

Assign tasks to employees & track them realtime

Follow best practices for shortening the Sales Cycle

Proven ROI with organised sales for growth of your business

Contacts

Manage your contacts with unique contact list that helps you
to differentiate your valuable contacts &amp decision makers at a glance.
Apply advanced search filters &amp filteration to generate leads.
Import contacts from your existing excel sheets in seconds. Team Task is also
equipped with business directories where you can search and import
business contacts for quick conversions. Stay up to date &amp know
everything about interactions with your contacts through history.

Manage Unlimited contacts

Import your contacts from existing excel sheets

Capture visitors on your website as contacts

Advanced search filters for leads that convert faster

Automatic removal of duplicate contacts

Integration of Social platforms like FB, LinkedIn &amp Twitter to engage with Contacts

Communicate with contacts through email, social media tools from Team Task

Leads

Team task gives you the provision to import leads, convert contacts to leads with criteria
based filtration or capture them from your home page as web leads. The step by step plan ensures
that no action item is missed &amp leads are handled with high priority. Proactive notification
alerts for conversions, events &amp action items are sent to individual owners. Product &amp Service
sales pitches, descriptions &amp files are shared to the lead owners for helping them convert leads faster.
The execution at each step &amp all communications with leads are recorded. Collaboration, information sharing
&amp action items are organised on the dashboard for the lead owners.

Opportunities

Measure, track &amp manage your opportunities with real time data &amp analytics.
Team Task helps you organise all information about the prospects, interactions &amp history at each step.
The auto tracking, follow up &amp best practices for sales allows for better conversions.
More accurate sales projections based on opportunities at hand. Sales pitch for your products/services,
demonstrations, quotations, &amp conversations with the clients to faciliate quicker business results.

Automation of Sales cycle

Sales projections based on current opportunities

History for every prospect

Notifications, alerts & follow-up messages for key events

Link products/services and Opportunities

Best practices for sales team across board

Information, Insights & collaboration for Improving Sales

Clients

In this consumer driven age, what sets apart great companies is the service they provide their customers.
Team Task helps you achieve great service for your customers by providing tools like Help desk management,
Live chat, &amp Realtime Support. The profile of all your customers with all historical data is always available
for reference. All meetings, discussions, calls, queries, complaints of your customers are available at a single click.
Get alerts &amp notifications for customer issues instantly. Make a great impression with excellent customer service,
use online monitoring tools in Team Task to know what customers are saying about you.
Approach your existing customers for new products &amp services.

Engage, listen & communicate with customers more effectively

Your service platform for excellent customer service

Act on customer complaints, communications & follow up faster

Improve customer satisfaction

Collect Referals from your happy customers

Discussion Board

Start your internal Discussion with your Employee,Department,Team members.
you can post and share your innovative idea with specific member you can share
your post on social networking site like Facebook,twitter,LinkedIn.

Sales Automation

Team Task enables you to not only enable Sales automation, but provides
actionable insights to improve revenue metrics. It helps you answer these
questions with upto date details.

What is the revenue per day for your business?

What is the effective Win Rate for your organisation?

What is the average deal size of the current year compared to previous years?

Which are the hottest deals for your company & who is involved?

What are the next steps related to a big ticket closure?

How many sales persons are doing below company average?

Help Desk

Use our help desk tool to communicate with your customers.
Our clients can use this feature to communicate with their customers.
An elegant system for dealing with inbound ticket requests from any channel.
Team Task provides 24/7 support to help customers & answer their queries.
Your customers can log requests, complaints & communicate with you using Help Desk.

With help desk support, it is easy to improve your customer's satisfaction and your
support team’s performance. You can provide Live chat support, Call center support,
Email support for your customers. Team Task helps makes your customer service experience better.

Provide Live Chat Support for your clients

Call Center support & agents for troubleshooting problems

Improve customer service by using powerful communication tools & be accessible for your clients

Proactive support, data & analytics to track the performance of customer service

Alerts & notifications for customer calls & messages

Assign agents to serve your customers & resolve their queries

Quicker, better service to improve customer loyalty, satisfaction & business

Campaign Management

With Team Task you can manage & promote your brand like never before.
Creating campaigns for your products & services is easy. The campaign management
allows you to create campaigns for Email Marketing, Social Media Campaign, Radio,
TV advertisement, events, Print media and others. Maintain budgets, resources & time
for all your campaigns. Manage all your campaigns, track their Return on Investment &
follow-up with the prospects. the results of each type of campaigns with detailed statistics.

Product and Services

Team Task is a repository for your brand. Mainten all your products, services,
their details, brochures, FAQs, quotations, & other relevant material.
The teams can collaborate & get the latest information on their finger tips.
With all information about products/services organised, introducing them to
your prospects is very easy. Manage price book, customer support and other
related documents for your products/services.

Reporting

With Team Task you don't need consultants for your business reports.
Generating business reports has never been easy. Team Task is equipped with
the state of the art reports with powerful tools like BYOR: Build Your Own Report.
With this, you can select the module, click the fields, the number of columns, their names,
3D charts, pie charts & graphs. Save & name the report. It is that easy. It takes less than
5 minutes & no consultants for you to migrate your existing reports to Team Task.

Graphical and 3D reporting tools for Simple and Intuitive decision making

Powerful reporting features to tweak the reports as you want. Fully customisable

Reports with Advanced Dynamic Filter options to query the data like you're speaking to an expert